Know the account
Health systems and hospitals
Understand the organization behind the opportunity, including the hospitals that belong to it.
Built for the health-system sale
The AI-native CRM for companies selling to health systems.
Start with knowledge of your prospective customers, the leaders who work there, and the channels to reach them. Put Concorda's intelligence to work on the next step. Give every deal a customer-facing room.
Customer relationship management, built around artificial intelligence and the way health systems buy.
Example health system
The account, in context.
Market knowledge meets your team's relationship history.
- Organization
- Health system and its hospitals
- People
- Leadership and buying committee
- Ways to engage
- Events, associations, introductions
- Your relationship
- Conversations, evidence, next steps
Next meeting: review the implementation plan.
01 / Market knowledge
Your market comes with it.
Concorda starts with knowledge of the health-system market. Connect it to your business to assess which accounts fit, identify relevant people, and find opportunities to engage.
Know whom to engage
The people who work there
Find key leaders and their responsibilities. Connect that knowledge to the relationships your team already has.
Know where to show up
The channels to reach them
Explore relevant events, associations, publications, and other ways to reach health-system buyers.
02 / Your company
Built around what you sell and how you sell it.
Add your products, positioning, and evidence. Connect your customer records and conversations. Concorda brings that context into your team's daily work.
What you sell
Your products, value proposition, and approved proof.
How you sell
Your messaging, sales process, and approval rules.
What has happened
Your relationships, conversations, commitments, and deal history.
Your company's private context stays separate from the shared market knowledge.
03 / Built-in intelligence
Turn account knowledge into the next step.
Concorda's intelligence works from the account history and your company's evidence. It helps your team understand the situation, identify what needs attention, and prepare the work.
Before the meeting
Walk in prepared.
Bring together what the customer has said, the questions still open, and the evidence relevant to the conversation.
Meeting briefs · Account research
After the conversation
Follow through.
Draft a follow-up grounded in the discussion. Identify commitments and prepare the material your team needs to deliver.
Follow-up drafts · Business cases
As the deal develops
Keep the next step clear.
Review missing relationships and unresolved objections. Develop an account plan with the evidence behind the suggested next steps.
Account plans · Deal reviews
An example in practice
The customer asks about implementation effort.
Concorda helps bring that question into the next meeting brief, find the approved implementation material, and draft a follow-up for your team to review.
04 / Customer-facing deal rooms
Every deal gets a shared place to move forward.
Give your champion a place to bring colleagues into the decision. Buyers can review the business case, find approved materials, and follow a mutual action plan.
Your team works from the full account history. You choose what gets published to the customer's room.
Explore a sample deal roomCustomer viewIllustrative example
Your evaluation workspace
A clear path to a decision.
01
The business case
Goals, proposed value, and supporting evidence.
02
Approved materials
Product, implementation, and security information.
03
The mutual action plan
Agreed steps, responsibilities, and timing.
Published by your team. Shared with approved buyers.
See it in practice
Follow a deal through Concorda.
Explore the interactive product demo and switch between the seller's workspace and the buyer's experience. The demo uses sample data.
Your information, your control
Grounded in evidence. Connected to your work.
See the source
Trace account information and supporting evidence back to the records and conversations behind them.
Keep company context private
Your customer conversations, relationships, and deal information belong to your company.
Control what buyers see
Review customer-facing material and choose what gets published to each deal room.
Start with your existing customer history.
Connect Salesforce and supported sources of calls, emails, and meetings. Salesforce remains the source for opportunity stage, amount, and close date. We work with your team to connect the sources you use.
Bring your market, your team, and your deals together.
See how Concorda fits the way your company sells to health systems.